CWM
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Cabot Wealth Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Cabot Wealth Management’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.1M Buy
89,841
+7,993
+10% +$375K 0.47% 55
2025
Q4 		$3.63M Buy
81,848
+4,783
+6% +$209K 0.4% 63
2025
Q3 		$3.3M Buy
77,065
+3,569
+5% +$148K 0.37% 67
2025
Q2 		$2.98M Buy
73,496
+1,019
+1% +$39.1K 0.35% 69
2025
Q1 		$2.64M Buy
72,477
+1,560
+2% +$56.4K 0.34% 70
2024
Q4 		$2.42M Buy
70,917
+1,488
+2% +$53.3K 0.31% 74
2024
Q3 		$2.61M Buy
69,429
+1,849
+3% +$66.7K 0.33% 72
2024
Q2 		$2.37M Buy
67,580
+11,955
+21% +$425K 0.31% 71
2024
Q1 		$1.99M Sell
55,625
-4,973
-8% -$171K 0.26% 78
2023
Q4 		$2.06M Buy
60,598
+959
+2% +$30.4K 0.29% 77
2023
Q3 		$1.85M Buy
59,639
+365
+0.6% +$11.8K 0.28% 80
2023
Q2 		$1.93M Buy
59,274
+1,189
+2% +$38.8K 0.29% 77
2023
Q1 		$1.87M Buy
58,085
+2,774
+5% +$87.6K 0.29% 77
2022
Q4 		$1.64M Sell
55,311
-8,231
-13% -$236K 0.28% 80
2022
Q3 		$1.64M Sell
63,542
-3,190
-5% -$92K 0.28% 75
2022
Q2 		$1.93M Buy
66,732
+743
+1% +$23.5K 0.31% 72
2022
Q1 		$2.26M Buy
65,989
+518
+0.8% +$18K 0.3% 75
2021
Q4 		$2.39M Sell
65,471
-210
-0.3% -$7.72K 0.3% 76
2021
Q3 		$2.38M Buy
65,681
+1,376
+2% +$51.1K 0.32% 72
2021
Q2 		$2.37M Buy
64,305
+1,356
+2% +$50.3K 0.32% 71
2021
Q1 		$2.23M Buy
62,949
+415
+0.7% +$14.5K 0.31% 71
2020
Q4 		$2.11M Buy
62,534
+3,742
+6% +$118K 0.32% 66
2020
Q3 		$1.72M Buy
58,792
+1,149
+2% +$33.6K 0.31% 71
2020
Q2 		$1.59M Buy
57,643
+12,920
+29% +$338K 0.32% 69
2020
Q1 		$1.07M Buy
44,723
+20,735
+86% +$593K 0.26% 74
2019
Q4 		$752K Buy
23,988
+135
+0.6% +$4.11K 0.15% 84
2019
Q3 		$700K Buy
23,853
+8,844
+59% +$257K 0.15% 92
2019
Q2 		$444K Buy
+15,009
New +$442K 0.09% 96

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cabot Wealth Management's SPDW Position: Q1 2026 in Review

Cabot Wealth Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 9.8% in Q1 2026, buying an estimated $375K and bringing the position to 89,841 shares worth $4.1M. The position accounts for 0.47% of the portfolio, ranked #55.

Cabot Wealth Management first reported a position in SPDW in Q2 2019 and has held it in 28 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

  • Cabot Wealth Management held 89,841 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $4.1M as of Q1 2026.
  • Cabot Wealth Management bought 7,993 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $375K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 0.47% of Cabot Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Cabot Wealth Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2019 and has held it in 28 quarters since.
  • 1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.